R-12-08-23-E4 - 8/23/2012 P
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RESOLUTION NO. R-12-08-23-E4
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WHEREAS, the City of Round Rock is mandated by V.T.C.A., Tax Code §31.11 to refund,
upon taxpayer application to the tax collector of its taxing unit and upon verification by the auditor of
its taxing unit, any overpayment or erroneous payment of taxes; and
WHEREAS, if such amount exceeds $500.00, then the governing body of the taxing unit must
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also determine that the payment was erroneous or excessive and must approve the refund, Now
Therefore
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS,
That the following named taxpayer, Renaissance Shopping Center, LP and J&R Renaissance,
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LLC have made an overpayment or erroneous payment of 2008 and 2009 taxes in the amount of
$3,173.60; that such amount is in excess of$500.00; that such overpayment or erroneous payment has
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been verified by the Tax Collector; and that application for refund has been made to the Tax Collector
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by said taxpayers. F
The Council further finds and makes a determination that the payment was erroneous or
excessive; and further approves such refund in the amount of$3,173.60.
The City Council hereby finds and declares that written notice of the date, hour, place and
subject of the meeting at which this Resolution was adopted was posted and that such meeting was
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open to the public as required by law at all times during which this Resolution and the subject matter
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hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act,
Chapter 551, Texas Government Code, as amended.
RESOLVED this 23rd day of August, 2012.
City of Round Rock, Texas 1^a��0
ATTEST: I"l
- GNAI- Af7b6
SARA L. WHITE, City Clerk
O:\wdox\SCC]nts\0112\1204gvRMCIPAU00256261.DOC
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IrROUNDROCK,TEXAS City Council Agenda Summary Sheet
PURPOSE.PASSION.PROSPERITY.
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Agenda Item No. E4. -CONSENT
Consider a resolution authorizing a property tax refund to Renaissance Shopping Center,
Agenda Caption: LP and J&R Renaissance, LLC for 2008 and 2009 taxes totaling$3,173.60.
Meeting Date: August 23, 2012
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Department: Finance
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Staff Person making presentation: Cheryl Delaney
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Finance Director
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Item Summary:
State law requires that property tax refunds in excess of$500 be approved by the governing body. This refund is the
result of an agreed judgment approved by the appraisal district reducing the taxable values on the 2008 and 2009
tax rolls.
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Cost: $3,173.60
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Source of Funds: General Funds
Date of Public Hearing(if required): N/A
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Recommended Action: Approval
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625 F.M.146O
Georgetown,Texas 78626
(512)930-3787—Austin Metro
(512)930-0391—Facsimile July 27, 2012
www.wcad.Orci
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Steve Norwood, City Manager
Board of Directors City of Round Rock (CRR)
221 E. Main
Harry Gibbs,Chairman Round Rock,Texas 78681
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Deborah Hunt,Vice Chairman
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Cecilia M.Crowley,secretary Re: Cause No: 08-848-C368; Renaissance Shopping Center, LP &J&R Renaissance,
LLC v. Williamson Central Appraisal District
Rufus Honeycutt §
Charles Chadwell Dear Mr. Norwood:
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A settlement has been reached on the attached referenced lawsuit for tax years
2008 and 2009. The settlement was the result of an Agreed Judgment between
the District and the Plaintiff in this suit. In addition, the Plaintiff has agreed to
Chief Appraiser
waive the interest due. (See attached Rule 11 Agreement and Agreed Judgment).
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Alvin Lankford
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(512)931-7826 If you have any questions, please feel free to call. I
alvinIODwcad.ore
Sincerely,
jam
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"We w1l provide quality Chief Appraiser
service with the highest
standards ofprofessionah'sm, AL/abl
integrity and respect We r
will uphold these standards Enclosure
while providing an accurate,
fair and cost-effective V/`CC: Forrest Child,A/C cc: Cheryl Delaney, Finance Director CRR
appraisal roll in compliance
with the laws of the State of
Texas."
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07/30/2012 13:49:44 TAX COLLECTION SYSTEM PAGE: 1
TN536 SELECTION SEQUENCE 1255989 REFUNDS SELECTED REPORT
CITY OF ROUND ROCK FROM: 07/30/2012 TO: 07/30/2012 MINIMUM DOLLAR AMOUNT: $0
REFUNDS REPORTED FOR INSPECTION ONLY
ACCOUNT NUMBER APPR DIST # SUIT DEPOSIT REFUND
UNP TOT YEAR UNIT OWNER NAME REC TYPE RECEIPT DATE REMITTANCE# STAT AMOUNT REASON(S)
0298-0000-0033C R051439 RF120730 20120730
2008 2 RENAISSANCE SHOPPING CENTER TL 105123446 07/30/2012 13556004 DA 752.27
CHECK PAYEE:RE�AISSANCE SHOPPING CENTER LP & J AW0298 AW0298 - HARRIS, W. SUR., A CHECK TOTAL: 752.27
X10 LKW OFF(cc OF MICHAEL R 17.26b
2305 w P ARV-sp- 0 5TH ZO�
P L(04 0 Ty', 7 SO 213 TOTAL AMOUNT DUE FOR ACCOUNT .00
0298-0000-0033C R051439 RF120730 20120730
2009 2 RENAISSANCE SHOPPING CENTER TL 138030617 07/30/2012 15590491 DA 2,421.33
CHECK PAYEE:RENAISSANCE SHOPPTHr. rENTF.R LP & J AW0298 AW0298 - HARRIS, W. SUR., A CHECK TOTAL: 2,421.33
C/0 LaW OFF(eA OF MtC.(dOQEL 17.264
2g0S W P6k"R RD 5'm Zo3
P L^N O Tx So Z't' TOTAL AMOUNT DUE FOR ACCOUNT .00
TOTAL ALL ACCOUNTS 3,173.60
COUNT OF REFUND CHECKS 2.00
Williamson Central Appraisal District
Supplementary Change 2008
Entities: GWI RFM SRR CRR W09
Parcel/Record No: R-16-0298-0000-0033C(R051439)
Name: RENAISSANCE SHOPPING CENTER LP&J&R RENAISSANCE LLC
Address: 4949 BROADWAY ST
Address: ATTN: R NADER GHADINI
Address:
City,State,ZIP: BOULDER, CO 80304-4337
Legal Description: SEE ATTACHED AGREED JUDGMENT
Situs Address: 1401 S IH 35 , ROUND ROCK TX 78664
Old Value New Value
Personal Property Value:
Improvement Non-Homesite Value: 13,130,996 12,925,020
Improvement Homesite Value:
Land Non-Homesite Value: 2,668,659 2,668,659
Land Homesite Value:
Ag Market Value:
Ag Use:
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Total Appraised Value: 15,799,655 15,593,679
Non-Taxed Exempt:
Homestead: €
Over 65:
Disabled Veterans:
Homestead Disability:
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Total Taxable Value: 15,799,655 15,593,679
Frozen Tax: Year: Amount: f
Reason for Changes: Per Agreed Judgment Signed 7/20/12
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Alvin Lankford, Chief Appraiser Date: 7/27/2012
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Supplement# 47
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Williamson Central Appraisal District
Supplementary Change 2009
Entities: GWI RFM SRR CRR J01 W09
Parcel/Record No: R-16-0298-0000-0033C (R051439)
Name: RENAISSANCE SHOPPING CENTER LP&J&R RENAISSANCE LLC
Address: 4949 BROADWAY ST
Address: ATTN: R NADER GHADINI
Address:
City,State,ZIP: BOULDER, CO 80304-4337
Legal Description: SEE ATTACHED AGREED JUDGMENT
Situs Address: 1401 S IH 35 , ROUND ROCK TX 78664
Old Value New Value
Personal Property Value:
Improvement Non-Homesite Value: 12,985,528 12,375,020
Improvement Homesite Value:
Land Non-Homesite Value: 2,668,659 2,668,659
Land Homesite Value:
Ag Market Value:
Ag Use:
Total Appraised Value: 15,654,187 15,043,679
Non-Taxed Exempt:
Homestead:
Over 65:
Disabled Veterans:
Homestead Disability:
Total Taxable Value: 15,654,187 15,043,679
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Frozen Tax: Year: Amount:
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Reason for Changes: Per Agreed Judgment Signed 7/20/12
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Alvin Lankford,Chief Appraiser Date: 7/27/2012
Supplement# 37
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01/05/2012 12:21 2143788988 LAW OFFICE MR An1_ING PAGE 02/03
LU 12 MIN No, 6630 P. 2
NZC'ROLS JACKSON,DILLAR D,HAGER&.S1VI TH,L.L.P,
Braden W.Mateau Attoriney$&Counselors at Law RosEtr L:DntAIWi 7PL(19.13.200D)
E-mail. bnuta &i4t.Lxo,n 1800 Uneolo pard H,Lovrs NHCiots(1916-2019)
500 North A kar9 Street
,Daum,nems 76209 ttoeEATL.Dtt..LARDIiI
(214)965-9900 LAwrrS m W racicsow
hax(2Y4)965-0OLO or Cout4sal.
J*3,2012
HaEgesknik 214-378-8958
Nichaol R-Boling
LAW OFFICE OF WCHAEL R,Bum
23 015 West Parker Road,Suite 203
Plano,Texas 75023
Re: Cause No. 08=848-048; Renaissanee Sho,pping Center, et al v, Willianrson
CentralAppraisad Dilsirid,pending in the 368th JutdJgW District of"Winfi3amson County,
Dear Mr.Boling.
Rig?•T.11 AGABRAMMINT
The parries have-agreed to nettle this lawsuit by setting the value at$16,100,000 for 2008
Arid$15,550,006 for 2009 for accoum numbers P442545 and 801439.
In addition the parties agot that Plaintiff will waive interest ori the refund. Each panty
will bear their own costs and attorney's fees; The parties will execute the attached agreed
judgment ref]eating-the change in Value.
These stipulations ate enured into by the parties solely for the purpose of compromising
and settling.their various claims,each as to the other. No other use of this stipulation may be
made.by the parties coneeming the claim of either party as to theother,whether having arisen in.
%0 past, now-pending, or to arise ift the Mute, including subsequent.disputes oomerting the
mmkot or appraised value for the subjectpxopezty wi�Ehiu Defendant's juzisdiGtion. 'l'aie
agreement is not intended by either:party as en admission concerning the issues in dispute nor
shell it be represented by either party as to the other as an admission.
Pursuant to Tax Code sections 42.430 and 42,43(8), the property owner has made a
desigix4on for refund purposes. See attached completed Form 50-765,Exhibh A,
If this accurately refleots our agreement, please sign and retum this letter and completed
Form 50-765 to me for filing,
8 RECEIVED
7/16/12
WILLIAMSON CAD
.07MV2012 12:21 2143788983 LAW .OFFICE MR RCL.ING PAGE 03/03
Jul, 3, 20!2 -6:08PM No. 6630 R. 3
July 3,10-1
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vety lxuly you",
N1Q-H0L5,JACKSON,DILLLARD,
RAGER&$, MI'TIK U.P.
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Bradea W.Metcalf
,ArYREED TO;
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MMchad R Holing _
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Enclosure .
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7/16/12
WILLIAMSON CAD €"
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Property Tax
Designation of Tax Refund PropForm rty Tax
-765
Pursuant to Texas Tax Code Section 42.43,a property owner who prevails in an appeal of an appraisal review board determination of value to dls.
trict court may designate to whom and/or where a property tax refund Is to be sent.
By completing this form,you(Property Owner)provide that the refund resulting from a post appeal judgment will be delivered to the designated
individual or firm.The entire form must be completed for the local tax office to process the refund.A separate form must be filled out for each appeal.
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Collecting(Taxing Unit)Office Name
Round Rock ISD Tax Oriice
Mailing Address
1311 Round Rock Avenue
City,Town or Post Office,State,ZIP Code
Round Rock,TX 78681
Property Owner Name and Address: r r•,- ��,,y r.
Renaissance Shopping Center.LP
4944 North Broadway,#105
Boulder,Colorado 80304
Property Description:(Provide legal description or other Information from appraisal records sufficient to Identify the property or attach a copy of the rear recaipl.)
S8386 R S Shopping Center
Sub.Block A,Lot 2 Acres 1.107
Williamson County,Texas
Property Account Number or Statement Number:T 4i �•— --'—' '-' �---
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R442345
Rnal Judgment Cause Number:(Please provide entire number.) -" --'--'—""'-'--'---••----_.__.__�__.._._..�._..,,___
08-848-C368
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I am the property owner or a duly authorized representative of the property owner entitled to a refund of ad valorem taxes aris- }
Ing from an appeal under Texas Tax Code Chapter 42.By executing this Assignment of Right to a Refund,the property owner
assigns all rights and interest for the tax refund to be delivered to the designated individual or firm.
t Michael R.Boling
hereby designate the refund on the above named property be sent to the following:
Please check appropriate box(check only one box)
Property Owner–if using different address than above Information,please provide in the space below:
017 Business afte of attorney of record In the appeal located at the following mailing address:
0 Another individual and address as designated in the following information: E
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Name Renaissance Shopping Center,LP
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Address c%Law Office of Michael R.Boling
city 2305 West Parker Road,Suite 203
stare Plano,Texas
Zip 75023-7871
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Property owner or D Authorized Re sentativo Dais
The Properly Tax Assistance Division at the Texas Comptroller of Public Accounts —
Provides property tax For more information,visit our website:
information and resources for taxpayers,local taxing entities,appraisal districts and appraisal review boards. www.window.state.tx.usitaxlnfo/RBWMD
50-765.7A2TfAQ
WILLIAMSON CAD t
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Tax
Designation of. `Tax Refund Property Form a65x
Pursuant to Texas Tax Code Section 42.43,a property owner who prevails in an appeal of an appraisal review board determination of value to dis-
trict court may designate to whom and/or where a property tax refund is to be sent.
By completing this form,you(Property Owner)provide that the refund resulting from a post appeal Judgment will be delivered to the designated
Individual or firm.7he entire form must be completed for the local tax office to process the refund.A separate form must be filled out for each appeal.
Collecting(Taxing Unit)Office Name
Round Rock iSD Tax Office
Mailing Address
1311 Round Rock Avenue
City,Town or Post Office,State,ZIP Code
Round Rock,TX 78681
Property Owner Name and Address:
Renaissance Shopping Center,LP
4944 North Broadway,#105
Boulder,Colorado 80304
Property Description:m(owda regal description or other Wormation from appraisal records surfldenr to ldentily the properly or attach a copy of lite lax receipt)
AW0298-Harris,W.Sur.
Acres 17.504
Williamson County,Texas
Property Account Number or Statement Number: -- '— - ---— —•_ �..___—_,
R051439
Final Judgment Cause Number:(Please provide entire number.)
08-848-C368
.771
i am the property owner or a duty authorized representative of the property owner entitled to a refund of ad valorem taxes aris-
ing from an appeal under Texas Tax Code Chapter 42.By executing this Assignment of Right to a Refund,the property owner
assigns all rights and interest for the tax refund to be delivered to the designated individual or firm, Y
I Michael R.Boling
hereby designate the refund on the above named property be sent to the following:
Please check appropriate box(check only one box) a
Property Owner-It using different address than above information,please provide in the space below:
Business office of attorney of record in the appeal located at the following mailing address:
El Another individual and address as designated in the following information:
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Name Renaissance Shopping Center,LP
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Address c/o Law Office of Michael R.Boling
city.2305 West Parker Road,Suite 203
state Piano,Texas 3
ZIP 75023-7871
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erty Owner or,
PropAuthorized Rep entative Date
The Property Tax Assistance Division at the Texas Comptroller of Public Accounts provides property tax For more information,visit our website:
information and resources for taxpayers,local taxing entities,appraisal districts and appraisal review boards. www•window.state.tx.us/taxinio)Vri /ED
• 50.765.7F1���il�
WILLIAMSON CAD
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NO.08-848-C368
RENAISSANCE SHOPPING § IN THE DISTRICT COURT
CENTER,L.P.and §
J&R RENAISSANCE,LLC §
Plaintiffs, §
VS. § 368"'JUDICIAL DISTRICT
WILLIAMSON CENTRAL APPRAISAL §
DISTRICT, §
Defendant: § WILLIAMSON COUNTY,TEXAS
AGREED JUDGMENT
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TO THE HONORABLE JUDGE OF SAID COURT:
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Plaintiffs Renaissance Shopping Center, L.P. and J &R-Renaissance,LLC and Defendant
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Williamson Central Appraisal District submit this judgment by agreement.
IT IS ORDERED, ADJUDGED AND DECREED that: °
1. The 2008 and 2009 appraised values for ad valorem taxation purposes for Plaintiffs'property `
described as real property in Williamson County, Texas and assigned Account Numbers x
R442345 and 8051439 shall be as follows: }
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ACCT.NO. Legal Description 2008 Appraised Value 2009 Appraised Value
R442345 S8386 R S Shopping Center r.
Sub, Block A, Lot 2, Acres $506,321 $506,321
1.107, Williamson- County, (no change) (no change)
Texas.
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R051439 AW0298 - Harris, W. Sur., $15,593,679 $15,043,679
Acres 17.504, Williamson
County, Texas.
2. All costs of Court are taxed against the party incurring the same.
3. Each Party of this action shall bear its own attorney's fees. t,
4. All relief not expressly granted herein is hereby denied. E
FILED
5. This is a final judgment disposing of all claims and all parties. atP'y o'eloel_�M
JUL 2 3 2012 IIs
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AGREEDIUDGMENT—Page 1 '�5.614 }
RECEIVED Gam' "v
7i23lstrict Clerk,Williamson Co.,TX.
WILLIAMSON CAD
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SIGNED this day of 2012.
JUDGE PRESIDING
368TH JUDICIAL DISTRICT COURT
AGREED AS TO FORM& SUBSTANCE:
LAW OFFICE. OF MICHAEL R.BALING
By:
MICHAEL R.BOLING j
ATTORNEY FOR PLAIN IFF
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NICHOLS,JACKSON,DILLARD,
HAGER& SMITH,L.L.P.
By: t
PETER G. SMITH
ATTORNEY FOR DEFENDANT
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Ar-REED IUD MEn—Page 2
56147
RECEIVED s'
7/27/12
WILLIAMSON CAD
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QUICK-REF ID PROPERTY CAUSE DATE YEARS MKT AMOUNT
ID LAWSUIT NAME NUMBER FILED INVOLVED TAXING JURISDICTIONS INVOLVED DPMT
Renaissance Shopping Center, LP&
R442345,R051439 J&R Renaissance, LLC 08-848-C368 9/10/08 2008 GWI RFM SRR CRR W09 16,305,976 C,L
Renaissance Shopping Center,LP&
R442345,R051439 J&R Renaissance, LLC 08-848-C368 1 9/17/09 2009 GWI RFM SRR CRR J01 W09 16,160,508 C,L
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